Nachri Tax Deferred Annuity Plan
Sponsored by National Association Of Children's Hospitals & Related Institutions · EIN 510120256 · Plan #002
- Total assets
- $38.3M
- Net assets
- $38.3M
- Active participants
- 176
- With balances
- 277
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Clearstead Advisors, Llc CRD 105674 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $30,897 |
| Clearstead Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $5,628 |